JAFFE ASSET MANAGEMENT LLC
Firm details
- Headquarters
- Beverly Hills, California
- CRD number
- 108082
- Registered since
- April 29, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.75%
- Pension & Profit Sharing Plans7.19%
- Corporations / Businesses6.07%
- Individuals5.05%
- Charitable Organizations0.94%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Jaffe Asset Management LLC is an SEC-registered advisory firm organized as an LLC and operating on a percentage-of-AUM fee model. The firm serves individual and family clients and lists portfolio management for individuals/small businesses, portfolio management for businesses or institutions, and pension consulting among its advisory activities. The firm is not identified as an active ESG investor and does not report multi-state adviser status. SEC registration is recorded in 2026; the firm is owned by an individual.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities24%
- Cash & Cash Equivalents20%
- US Government Bonds2%
- State & Local Bonds2%
Contacts
2 of 2MARSHALL JAFFE
Managing PartnerCRD 827555
ELLIE KULMAN
MemberCRD 4370584
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Beverly Hills, CA
LOS ANGELES
Location
Beverly Hills, CA
Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 9454 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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